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Valvoline
VVV

407 hedge funds and large institutions have $5.35B invested in Valvoline in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 128 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.39M | Put options by funds: $2.82M

1.71% more ownership

Funds ownership: 94.41% → 96.12% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 128

2% less capital invested

Capital invested by funds: $5.45B → $5.35B (-$103M)

2% less funds holding

Funds holding: 417 → 407 (-10)

10% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 49

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
407
Holders Change
-10
Holders Change %
-2.4%
% of All Funds
5.88%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
44
Increased
139
Reduced
128
Closed
49
Calls
$3.39M
Puts
$2.82M
Net Calls
+$571K
Net Calls Change
-$4.85M

Top Buyers

1
SC
Sculptor Capital
New York
+$51.5M
2
Invesco
Invesco
Georgia
+$41.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$37M
4
N
Nuveen
North Carolina
+$35M
5
Citadel Advisors
Citadel Advisors
Florida
+$28.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$106M
2
SI
Scharf Investments
California
-$59.7M
3
GCM
Glenview Capital Management
New York
-$48.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$34.2M
5
GGH
GCM Grosvenor Holdings
Illinois
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$556M +$3.07M +73,197 +0.6%
BlackRock
2
BlackRock
New York
$530M +$22.2M +529,152 +5%
WA
3
Wasatch Advisors
Utah
$360M -$7.06M -168,093 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$283M +$3.16M +75,179 +1%
Fidelity International
5
Fidelity International
Bermuda
$212M +$23.7M +565,602 +13%
Invesco
6
Invesco
Georgia
$195M +$41.3M +984,612 +28%
State Street
7
State Street
Massachusetts
$176M -$5.68M -135,338 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$165M +$10.3M +246,308 +7%
CAM
9
Congress Asset Management
Massachusetts
$154M +$2.39M +56,937 +2%
ACM
10
Alua Capital Management
New York
$137M +$11.8M +281,140 +10%
FMI
11
Fiduciary Management Inc
Wisconsin
$135M +$1.46M +34,661 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$118M +$3.97M +94,673 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$93.9M +$2.82M +67,136 +3%
TCM
14
Tensile Capital Management
California
$83.5M +$1.32M +31,391 +2%
SC
15
Sculptor Capital
New York
$81.2M +$51.5M +1,226,000 +188%
Newport Trust Company
16
Newport Trust Company
District of Columbia
$73.2M -$1.71M -40,656 -2%
Charles Schwab
17
Charles Schwab
California
$69.4M +$439K +10,459 +0.7%
Morgan Stanley
18
Morgan Stanley
New York
$64.7M -$9.41M -224,139 -13%
N
19
Nuveen
North Carolina
$61.2M +$35M +833,210 +143%
JCM
20
Junto Capital Management
New York
$60.8M +$9.46M +225,233 +19%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$60.7M -$1.23M -29,181 -2%
Norges Bank
22
Norges Bank
Norway
$60.4M -$5.94M -141,365 -9%
RA
23
Royce & Associates
New York
$55.6M -$3.63M -86,447 -6%
CB
24
Commerce Bank
Missouri
$52.3M +$557K +13,266 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$52M -$912K -21,732 -2%
1
2 3 4 5

VVV Hedge Fund Activity: Q2 2024 in Review

407 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q2 2024, worth a combined $5.35B — down 1.9% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of VVV and 44 opened new positions — a net loss of 5 holders — while 128 trimmed existing stakes and 139 added.

The largest buyer was Sculptor Capital, adding an estimated $51.5M. The largest seller was Viking Global Investors, exiting entirely with an estimated $106M sold.

  • 407 institutional investors held Valvoline (VVV) as of Q2 2024, down from 417 in Q1 2024.
  • Funds reported $5.35B of Valvoline stock for Q2 2024, down 1.9% quarter-over-quarter.
  • 44 funds opened new Valvoline positions in Q2 2024 and 49 closed out, a net change of -5 holders.
  • The largest Valvoline buyer in Q2 2024 was Sculptor Capital, an estimated $51.5M added.
  • The largest Valvoline seller in Q2 2024 was Viking Global Investors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.